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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
126
First Allied Advisory Services
California
$9.73M +$3.12M +18,976 +47%
IA
127
IFP Advisors
Florida
$9.66M +$2.71M +16,464 +39%
FLA
128
Financial Life Advisors
Texas
$9.56M +$668K +4,056 +7%
Millennium Management
129
Millennium Management
New York
$9.09M +$2.5M +15,157 +38%
CFGS
130
Concourse Financial Group Securities
Alabama
$8.81M +$6.63M +40,277 +299%
BAM
131
Belpointe Asset Management
Nevada
$8.8M +$4.03M +24,464 +84%
CRWM
132
Castle Rock Wealth Management
California
$8.8M +$5.12M +31,114 +154%
CCP
133
Cardan Capital Partners
Colorado
$8.76M -$22.2M -134,990 -72%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$8.3M -$17.5M -106,059 -68%
PC
135
Premise Capital
Illinois
$8.29M +$2.58M +15,653 +45%
MWC
136
MKD Wealth Coaches
Michigan
$8.13M -$364K -2,209 -4%
MWM
137
Moulton Wealth Management
Washington
$7.92M +$2.27M +13,770 +40%
BFG
138
Barber Financial Group
Kansas
$7.92M +$4.27M +25,909 +116%
COI
139
Connable Office Inc
Michigan
$7.83M +$517K +3,138 +7%
HH
140
Hilltop Holdings
Texas
$7.81M -$4.67M -28,396 -37%
AIA
141
Arrow Investment Advisors
Maryland
$7.66M -$6.74M -40,914 -47%
DWM
142
Darwin Wealth Management
Florida
$7.61M +$786K +4,772 +11%
Bank of Nova Scotia
143
Bank of Nova Scotia
Ontario, Canada
$7.38M +$7.41M +45,001 New
WC
144
Whitney & Co
New York
$7.38M +$7.41M +44,988 New
PAG
145
Private Advisor Group
New Jersey
$7.35M +$3.95M +23,996 +115%
Toronto Dominion Bank
146
Toronto Dominion Bank
Ontario, Canada
$7.29M +$7.33M +44,500 New
Northern Trust
147
Northern Trust
Illinois
$7.08M +$2.88M +17,485 +66%
NFG
148
Next Financial Group
Texas
$7.07M +$6.91K +42 +0.1%
Mariner
149
Mariner
Kansas
$7.07M +$7.1M +43,105 New
HW
150
Hancock Whitney
Mississippi
$6.93M -$1.47M -8,913 -17%

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.